See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,867 | $82,664-16.7% | $125,339-45.1% | $68,494+0.5% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $785 | $3,381-76.8% | $4,814-83.7% | $2,596-69.8% |
| Participant deferral / active EE | $3,220 | $6,110-47.3% | $7,446-56.8% | $4,027-20.0% |
| Admin fee / account holder | $1,072 | $6,275-82.9% | $10,010-89.3% | $5,403-80.2% |